Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets.

As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors.

Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events.

Visit http://www.withumwealth.com/ for more information!

Accounting

Consulting

Investment Management

Withum Wealth Management

Carmine D’Avino, CFP®

Chalapathi Gopal

Laura Ferguson

Gautam Ravindra

Mary Dobson

Elena Ladygina, CFA, CFP®

Elizabeth DeSandolo

Austin Hagaman, CFA®, CFP®, AWMA®

The Wealth Management team at Withum Wealth Management is dedicated to providing personalized financial advisory services tailored to the unique needs and objectives of our diverse clientele. This includes crafting tax-sensitive, cost-effective investment portfolios, and offering holistic advice that incorporates changes in personal circumstances, regulatory environments, and global financial markets. Our team comprises experienced wealth advisors and investment managers who work collaboratively to deliver comprehensive investment management, cash flow planning, and wealth counsel solutions.

Wealth Management

Wealth Management

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Team members